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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Compadre who wrote (50205)	7/1/2004 4:39:58 PM
From: Nancy	Read Replies (2) \| Respond to of 52237

Jaime we have a bad warning from AMKR, while it is a lowly player in the foodchain, the impact is accross the semi industry, because AMKR does IC packaging. they said 2 OEM's have tepid orders caused their huge shortfall of revenues and earnings. so is there big inventories built up in the channel ? 13:13 Chip Color With Intel (INTC -2.5%) chatter as a sidenote (see 12:27 comment), institutional desks highlighting the Amkor (AMKR -28%) warning as the key event driving the group lower today. Focus is on co's position as the world's largest packager and the implications for its who's who customer list, which includes most major chip companies. Among Amkor's many customers are Atmel (ATML -3%), Intel (INTC -2.5%), ST Micro (STM -2.2%), Texas Instruments (TXN -2.8%), Agilent (A -3.3%).